1) Open Excel on your machine by going to: Start > All Programs > Microsoft Office > Microsoft Office Excel 2007 2) Click the office symbol on the top left. Then click to Excel Options. 3) Click on Trust Center, then Trust Center Settings. 4) Click on Macro Settings and the radio button to “Enable […]
Category: Reports
How To View Your Open Opportinities In SAP Business One
To view your open opportunities in SAP Business One go to: Sales Opportunities > Sales Opportunities Reports > My Open Opportunities. Alternatively, generate it from the Reports module. This report displays all open sales opportunities, per sales employee, and requires no selection criteria. The report is restricted to the sales employee concerned, and users who […]
How To Print 1099 Reports In SAP Business One
1) Navigate to: Financials > Financial Reports > Accounting > 1099 Report 2) Select the appropriate criteria 3) Select Print. Note: If you select submit the 1099’s and then find you need to make changes, you can un-submit them by changing their selection from “Show Not Submitted” to “Show Submitted”. Then when you click on […]
Reporting For Canceled And Cancellation Documents In SAP Business One
In the Document Settings window, by selecting and deselecting the Display Canceled and Cancellation Marketing Documents in Reports checkbox, you can determine whether or not to report canceled and cancellation documents. However, certain reports are exempt from the setting of this checkbox: some always report canceled and cancellation documents, and the others never report canceled […]
How To Set The Document Drafts Selection Criteria
Use this window to specify selection criteria for displaying document drafts. To access the window, choose one of the following: Sales – A/R > Sales Reports > Document Drafts Report. Purchasing – A/P > Purchasing Reports > Document Drafts Report. Inventory > Inventory Reports > Document Drafts Report. Document Drafts Fields User Select the user […]
SAP Business One Custom Dashboards
Our SAP Business One developers can create custom dashboards for you that make data quick and easy to see in your SAP B1 cockpit. Nearly any data that you’d like to see at a glance and in a graphical layout can be turned into a dashboard. Below are some examples of custom dashboard widgets we’ve […]
How To Use The Open Items List Report In SAP Business One
This report lets you track the status of your sales and purchasing documents. You can find the customers that still need to pay for their orders and the vendors that have not provided the items you ordered, and you can track your missing items in stock. Use the report to view the following document types: […]
How To View Your Won Opportunities In SAP Business One
To view your won opportunities in SAP Business One go to: Sales Opportunities > Sales Opportunities Reports > Won Opportunities Report Alternatively, open it from the Reports module. This report details information about successful sales opportunities. It displays: Days remaining until closing Number of won opportunities Total receivables Total income and number of opportunities within […]
What Is The Dynamic Opportunity Analysis Report In SAP Business One?
This window is part of the Opportunities Pipeline report. Each sales opportunity is represented by a balloon, whose size corresponds to the size of the planned sales opportunity. Each vertical division represents a stage in the sales process. The balloons progress along the longitudinal axis according to their changing status. A balloon floats upwards/downwards to […]
How To Configure The Cash Flow Report In SAP Business One
Use this window to specify selection criteria for the cash flow report. To open this window, choose: Financials > Financial Reports > Financial > Cash Flow Report. Alternatively, open it from the Reports module. After defining the report, you can view it in the Cash Flow Report window. Cash Flow – Configuration Options Actual Period […]